Latest Institutional Transactions on Holly Energy Partners LP (HEP)
This table provides information on the latest institutional transactions involving Holly Energy Partners LP (HEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-971- 8.87% |
$17.8K - $22.7K
|
9.98K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-10.3K- 21.44% |
$189K - $241K
|
37.8K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.5K+ 24.44% |
$192K - $245K
|
53.3K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.71K- 0.58% |
$31.3K - $40K
|
293K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2K+ 5.34% |
$36.6K - $46.7K
|
39.4K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.68K- 8.55% |
$67.4K - $86K
|
39.4K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.28K+ 0.29% |
$23.4K - $29.8K
|
444K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.6K+ 18.19% |
$280K - $328K
|
114K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 57.14% |
$1.59K - $1.86K
|
75
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
8.4KNew |
$134K - $156K
|
8.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.6K- 26.23% |
$25.5K - $29.7K
|
4.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 6.07% |
$19.9K - $23.2K
|
21.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6K+ 20.33% |
$439K - $512K
|
163K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-82- 0.73% |
$1.31K - $1.52K
|
11.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$3.18K - $3.72K
|
200
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-11.9K- 37.75% |
$189K - $221K
|
19.6K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
SELL
|
- |
-5.37K- 10.0% |
$85.5K - $99.8K
|
48.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 2.11% |
$4.55K - $5.32K
|
13.9K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$3.18K - $3.72K
|
200
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 2.15% |
$239 - $279
|
713
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35.5KNew |
$565K - $660K
|
35.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
484+ 2.34% |
$7.71K - $9K
|
21.2K
$0
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$257K - $298K
|
15.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
30+ 0.28% |
$511 - $592
|
10.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 40.0% |
$17K - $19.7K
|
1.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.31K+ 4.09% |
$22.3K - $25.8K
|
33.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
26.5KNew |
$451K - $523K
|
26.5K
$0
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.51K- 37.55% |
$128K - $148K
|
12.5K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.6% |
$19.2K - $22.2K
|
44.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150+ 1.45% |
$2.55K - $2.96K
|
10.5K
$0
|
|
| Q4 2022 | |||||||
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.67K+ 1.41% |
$95.5K - $111K
|
408K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.7KNew |
$147K - $171K
|
8.7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62K- 28.96% |
$1.04M - $1.22M
|
152K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 1.69% |
$20.2K - $23.5K
|
70K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.5KNew |
$110K - $127K
|
6.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
553New |
$9.32K - $10.8K
|
553
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-13.8K- 28.77% |
$232K - $270K
|
34.1K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400New |
$6.74K - $7.84K
|
400
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-332- 65.48% |
$5.2K - $6.31K
|
175
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$211K - $256K
|
13.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$3.13K - $3.8K
|
200
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
903+ 2.16% |
$14.1K - $17.2K
|
42.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-600- 4.0% |
$9.4K - $11.4K
|
14.4K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67.3K- 40.08% |
$1.05M - $1.28M
|
101K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.23K- 67.52% |
$50.6K - $61.5K
|
1.55K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
35.5KNew |
$556K - $676K
|
35.5K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.21K- 2.69% |
$19K - $23.1K
|
43.8K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-153- 10.18% |
$2.4K - $2.91K
|
1.35K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20.3K+ 36.25% |
$317K - $385K
|
76.2K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800+ 21.3% |
$12.5K - $15.2K
|
4.56K
$0
|
|